From India to Japan to Taiwan, Micron is building new HBM bases in Asia.

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Micron Technology is accelerating the construction of its high-bandwidth memory (HBM) and next-generation DRAM production systems throughout Asia. From the dual-factory expansion in Tongluo, Taiwan, to the trillion-yen investment in a new factory in Hiroshima, Japan, and the official opening of the packaging and testing facility in Gujarat, India, this American memory chip giant is advancing its capacity layout at an unprecedented pace across multiple Asian locations.

On March 15, Micron officially announced the completion of its acquisition of the PSMC Tongluo P5 facility and simultaneously disclosed plans to launch a second-phase construction project in the same park, adding approximately 270,000 square feet of cleanroom space. The focus will be on next-generation DRAM production, including HBM, with construction expected to start by the end of fiscal year 2026. According to Reuters, this dual-factory layout marks a new stage in Micron's expansion in Taiwan.

Meanwhile, the expansion project of the Hiroshima factory in Japan entered the land development phase in early March, advancing faster than initially expected, with a total investment of about 1.5 trillion yen. The Japanese government has pledged up to 536 billion yen in subsidies; Micron's first advanced packaging and testing factory in Sanand, India, also officially opened on February 28, and at full capacity could contribute about 10% of Micron’s global output.

The concurrent implementation of projects in all three locations reflects Micron's strategic logic of capturing HBM market share and dispersing supply chain risks through a multi-point, cross-regional layout against the backdrop of soaring AI storage demand. The period from construction commencement to capacity ramp-up spans multiple fiscal years, with the combination of capital expenditure pressure and government subsidies being the core variables that investors will continue to focus on.

Tongluo Dual Factories: Acquisition Completed, Second-Phase Construction Scheduled

According to Micron's press release, the newly acquired Tongluo P5 facility currently has about 300,000 square feet of 300mm wafer cleanroom space. The company plans to support large-scale product shipments as early as fiscal year 2028, and renovation of the existing cleanroom began this month. Micron states that this facility will serve as an extension of its vertically integrated super park in Taichung, with the two locations approximately 15 miles apart. Reports indicate that Micron's operations in Taiwan are centered in Taichung, with additional facilities in Linkou and a testing facility in Tainan.

Upon completing the acquisition, Micron also disclosed a second-phase expansion plan: it will build a second factory of similar scale in the Tongluo park, adding approximately 270,000 square feet of cleanroom space, with construction expected to start by the end of fiscal year 2026. This facility will mainly be used for next-generation DRAM production, including HBM.

Hiroshima Acceleration: Land Development First, Trillion-Yen Subsidy Escort

According to Yahoo Japan citing Hiroshima TV, land development engineering for Micron Memory's Hiroshima factory west side plot began in early March, covering about 9.5 hectares. On-site construction signage shows the project will continue until February 2028.

According to sources cited in the report, Micron plans to invest about 1.5 trillion yen and mass-produce next-generation DRAM and high-performance AI memory in Hiroshima by fiscal year 2029, with the Ministry of Economy, Trade, and Industry of Japan providing up to 536 billion yen in subsidies. Previously, Nikkei reported that Micron originally planned to break ground in the Higashihiroshima park in May 2026, targeting HBM chip shipments around 2028. Recent Japanese media reports indicate that the actual progress of the project has exceeded initial expectations.

On February 28, Micron officially opened its first advanced packaging and testing (ATMP) factory in Sanand, Gujarat, India. According to Business Standard, the factory, at full capacity, can reach about 10% of Micron's global output, supplying both domestic Indian and international markets, representing a significant new node in Micron’s Asian capacity map.

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